TEXWEALTH

TEXWEALTH is an SEC-registered investment adviser (CRD 328912). Regulatory assets under management: $55.6M.

Registration

• CRD: 328912
• Type: Registered investment adviser
• Phone: 9729049060
• Latest filing: 2026-01-27
• Regulatory AUM: $55.6M
• Discretionary AUM: $55.6M
• Clients: 1
• Accounts: 103

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328912 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search